# Relm CRM Muse connector

From musedirectory.ai, the independent directory of Meta Muse connectors. Not affiliated with Meta.

## Relm CRM

CRM for managing contacts, companies, deals and automations through AI.

- Record: https://musedirectory.ai/connector/relm-crm
- Category: Productivity
- Developer: Relm (https://relmcrm.com/)
- Muse status: Extra setup. Not in Muse's Connectors list yet. Muse can still use it: its page gives you a request to paste into Muse.
- Health: Working, 470ms, checked 2026-09-28T08:31:28Z
- Endpoint: https://api.relmcrm.com/mcp
- Auth: No account needed; Pricing: unknown
- Screening: Screened, no issues found (2026-09-24T18:36:05Z)
- Source: Found in the official MCP Registry (com.relmcrm/relm) https://registry.modelcontextprotocol.io/v0/servers?search=com.relmcrm%2Frelm

Relm is an API-first CRM that lets Muse manage your contacts, companies, deals and activities. Create pipelines, log activities, set up email automations and drip sequences, and connect messaging channels like Resend for outbound campaigns.

Example request: "Add a new contact and automatically send them a welcome email when they enter a specific deal stage."

How to connect: Not in Muse's Connectors list yet, but Muse can still use it. Paste this into Muse: "Use Relm CRM to help me. It is a free service with an MCP server at https://api.relmcrm.com/mcp. It does not need an API key. Ask me before you share anything with it." Muse asks before it shares anything with the app's site. Meta does not review apps used this way, so only use ones you trust. We tested this in the Muse app on September 24, 2026: Muse used an app's link directly this way and returned a live answer.

Tools:
- relm_describe_schema: Return the live schema: every object, its fields (built-in + custom), and all enum groups with their current values (contact types, activity types, etc). ALWAYS call this before guessing a type, stage, or field - it is the source of truth for what exists.
- relm_search: Cross-entity search over contacts, companies and deals by name/email/title.
- relm_list: List records of an object with keyset pagination. Optional filters vary by object (e.g. contact: email/company_id/type; deal: pipeline/stage/company_id; activity: contact_id/deal_id/type).
- relm_get: Fetch one record by id.
- relm_create: Create a record. `data` is the object's fields (see relm_describe_schema). Custom fields must be registered first (relm_create_field). A contact needs at least one of: a name, an identifier (email/phone/linkedin_url), a company, or a custom field (email is unique per workspace) -
- relm_update: Patch a record. Pass if_match (the record's current version) for optimistic concurrency; a 412 means re-fetch and retry.
- relm_delete: Soft-delete a record (recoverable via relm_restore). Never hard-destroys data.
- relm_restore: Restore a soft-deleted record.
- relm_log_activity: Log an activity (note/call/email/meeting/task) on a contact and/or deal. Convenience wrapper over create activity.
- relm_list_pipelines: List pipelines with their ordered stages.
- relm_create_pipeline: Create a pipeline. Optionally provide stages [{key,label}] (defaults to lead/qualified/proposal/won/lost) and is_default.
- relm_manage_stage: Add, rename/retype, delete, or reorder stages in a pipeline. action=add: `key` (+optional label, ordinal, type). action=rename: `key` (existing) + any of new_key / label / type - keys are slugified and deals follow automatically (fixes a typo'd key). action=delete: `key` (a stage
- relm_create_type: Register a new object type in the schema (registry). Idempotent on key; returns the full type set.
- relm_create_field: Register a new custom field on an object (contact/company/deal/activity). data_type: text|number|boolean|date|select|multiselect|currency|reference|email|url. Must be created before it can be written to a record.
- relm_create_enum_value: Add a value to an enum group (e.g. group 'contact.type' value 'partner'). Idempotent; returns the full value set. Use this when relm_create rejects an unknown type with a valid_options list.
- relm_batch: Run up to 100 record writes in ONE call (contact/company/deal/activity) - the fast path for imports/migrations. operations: [{object, method:create|update|delete, data|patch, id?}]. Returns a per-op result array (partial success). Every op still counts against your quota (batch s
- relm_automations_capabilities: Discover the automation building blocks: valid trigger_events, condition ops, action types, channels/providers, and the shapes of automations/sequences/connections. Call before building a rule or sequence.
- relm_connect_channel: Connect a BYO messaging channel so automations can send. channel='email', provider='resend', api_key=<your Resend key>, from='Team <hi@you.com>' (must be a verified Resend sender). The key is encrypted at rest.
- relm_list_connections: List connected messaging channels (never returns the secret key).
- relm_create_automation: Create a single-step rule: when <trigger_event> [if <conditions>] then <actions>. conditions=[{field,op,value}] (ANDed), actions=[{type,...}]. Example: trigger_event='deal.stage_changed', conditions=[{field:'stage',op:'eq',value:'won'}], actions=[{type:'create_activity',body:'Dea
- relm_list_automations: List reactive rules (automations).
- relm_create_template: Create a reusable email template. name, html (full HTML, {{field}} placeholders ok), optional subject + text (plaintext alt; auto-derived if omitted). Reference it from a rule/sequence step via {"type":"send_email","template":"<key or tmpl_id>"}.
- relm_list_templates: List reusable email templates.
- relm_create_sequence: Create a multi-step drip sequence. trigger={event,filter:[{field,op,value}]} auto-enrolls the matching entity's contact; exit_when=[{field,op,value}] stops it (re-checked before every send); steps=[{wait_days,subject,body}] (first step wait_days:0 sends now). enroll_existing:true
- relm_list_sequences: List drip sequences with their steps and enrollment counts.
- relm_preview_sequence: Dry-run a sequence: how many contacts would enroll now + the send schedule. No side effects.
- relm_enroll: Manually enroll a contact into a sequence (idempotent per contact+sequence). Optional source={object,id} records what drove the enrollment (e.g. a deal).
- relm_create_webhook: Subscribe an https endpoint to CRM events. events=['*'] for all, or a subset of ['contact.created','contact.updated','deal.created','deal.updated','deal.stage_changed']. Returns a `secret` ONCE - the subscriber verifies the `Relm-Signature` header (t=<unix>,v1=<hmac-sha256 of "t.
- relm_list_webhooks: List webhook subscriptions in this workspace/mode.
- relm_delete_webhook: Delete a webhook subscription by id.
- relm_get_automation: Read one automation by id, with its trigger, conditions and actions.
- relm_get_sequence: Read one drip sequence by id. view=sequence (default) returns it with its steps; view=enrollments lists who is enrolled and their state.
- relm_get_pipeline: Read one pipeline by key or pl_ id, with its ordered stages and their semantic types (open/won/lost).
- relm_get_webhook: Read one webhook by id. view=webhook (default) returns the subscription; view=deliveries returns recent delivery attempts (status, retries, dead-letter) to debug why an endpoint isn't receiving events.
- relm_manage_automation: Change an existing automation by id. action=disable stops it firing (use this to turn off a misbehaving rule); action=enable resumes it; action=delete removes it. To read one, use relm_get_automation. To change a rule's trigger/conditions/actions, delete and recreate.
- relm_manage_sequence: Change an existing drip sequence by id. action=disable stops further sends (use this to halt a bad sequence); action=enable resumes; action=delete removes it. To read one or list its enrollments, use relm_get_sequence.
- relm_manage_pipeline: Change an existing pipeline by key or pl_ id. action=rename changes its display `name` and/or its key (pass `new_key`) - deals link by internal id, so they follow a re-key automatically; action=set_default makes it the workspace default; action=delete removes it (fails if deals s
- relm_manage_webhook: Pause or resume delivery for an existing webhook by id. action=enable/disable. To read one or inspect its delivery attempts, use relm_get_webhook. To remove it, use relm_delete_webhook.
- relm_delete_connection: Delete a connected messaging channel by id (e.g. to remove a rotated/wrong Resend key).
- relm_get_usage: Read this workspace's current billing period: requests used, plan, monthly limit, and any metered overage. Call this to see how close you are to the quota before a big import.

Screening checks:
- MCP handshake: pass (Answered in 714ms)
- Domain against threat feeds (Cloudflare security DNS): pass (api.relmcrm.com, relmcrm.com not flagged)
- Published packages against the OSV malicious-package database: n/a (No npm or PyPI package published)
- Hidden instructions or invisible characters in tool text: warn (relm_connect_channel: Tool text tells the model to take extra steps)
- Inputs asking for passwords, card numbers or seed phrases: pass (None found)
- Domain and redirects: pass (Domain registered 84 days ago)
- AI review of purpose and tool behavior: pass (No concerns)